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Disclosery

Marshall Financial Group, LLC: MA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marshall Financial Group, LLC on MA, newest first. How the timeline and the estimate are built.

Marshall Financial Group, LLC held 3,683 MA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,683 shares
    Change vs previous 13F +231 shares

    0.28% of the 13F portfolio, value $1,891,758.

    13F-HR 0002085853-26-000762 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,452 shares
    Change vs previous 13F -76 shares

    0.28% of the 13F portfolio, value $1,724,966.

    13F-HR 0002085853-26-000353 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,528 shares
    Change vs previous 13F -204 shares

    0.39% of the 13F portfolio, value $2,014,206.

    13F-HR 0002085853-26-000028 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,732 shares
    Change vs previous 13F +50 shares

    0.41% of the 13F portfolio, value $2,122,923.

    13F-HR 0002085853-25-000035 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,682 shares
    Change vs previous 13F -377 shares

    0.41% of the 13F portfolio, value $2,080,882.

    13F-HR 0001667731-25-000769 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,059 shares
    Change vs previous 13F +56 shares

    0.49% of the 13F portfolio, value $2,224,918.

    13F-HR 0001667731-25-000432 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,003 shares
    Change vs previous 13F +65 shares

    0.51% of the 13F portfolio, value $2,107,947.

    13F-HR 0001667731-25-000068 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,938 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,944,658.

    13F-HR 0001841496-24-000013 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).